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What portfolio management tool do you use?
Old 04-17-2017, 08:13 PM   #1
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What portfolio management tool do you use?

Given you have investments across multiple providers/accounts, what do you use to manage them all as a whole? Do you provide the tool account information to get into these accounts? ...I have a huge issue with trust in terms of security of giving them any log in info and wondering what others do. TX!
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Old 04-17-2017, 08:18 PM   #2
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I use quicken. I download the data into quicken... I can then analyse asset allocations/etc using quickens data or morningstar (linked within quicken.)
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Old 04-17-2017, 08:20 PM   #3
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I really like Personal Capital it is the best one that I have used and you can add your credit cards so it tracks expenses and income along with all the investment accounts.
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Old 04-17-2017, 08:23 PM   #4
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To manage requires going to either Fidelity or Vanguard, but for casual tracking I use Google Sheets.
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Old 04-17-2017, 08:25 PM   #5
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I just rely on Vanguard. It's portfolio tool (Yodlee) lets me grab ETrade, my 401K, DW's 401K, and even my HSA (that one surprised me). I add I-bonds/savings bonds manually, as well as savings accounts. It will import my bank account(s) but grabs both savings and checking so I just do savings manually.

Where Vanguard fails is that it does not correctly categorize all of my outside holdings - especially complicated ones like "S&P500 Index" from my 401K - it cannot figure out that is Stock, and won't let me manually categorize it So once in a while I d/l a spreadsheet and clean up the categories to look at my overall AA.
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Old 04-17-2017, 09:31 PM   #6
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Old 04-17-2017, 09:32 PM   #7
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Excel spreadsheet.
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Old 04-17-2017, 10:03 PM   #8
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Excel spreadsheet.
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Old 04-17-2017, 10:07 PM   #9
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Quicken... and I then import my positions into an Excel spreadsheet that I use to analyze my AA in relation to my target AA and what, if any, adjustment that I need to make.
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Old 04-17-2017, 11:51 PM   #10
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Excel workbook.
At the end of each month I capture fund totals and calculate the AA.
I also save account totals for historical charts.

Anything else, I login to Vanguard or Schwab.
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Old 04-18-2017, 03:01 AM   #11
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Excel also - for everything financial, AA tracking/analysis, asset class correlation, net worth detail, annuitization hurdle, 30 yr accrual expense estimates, budget/spending analysis, etc. Fortunately they'll transfer to Sheets or Numbers if needed despite some complexity.
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Old 04-18-2017, 04:43 AM   #12
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Quote:
Excel spreadsheet.
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Old 04-18-2017, 05:30 AM   #13
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Numbers spreadsheet.
Apple finally added the capability to have live updates on stock prices which is very nice. I'm in the camp of those who won't give my account passwords to a consolidator.
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Old 04-18-2017, 06:01 AM   #14
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Old 04-18-2017, 06:25 AM   #15
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Excel
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Old 04-18-2017, 06:55 AM   #16
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Excel spreadsheet, here, too. I have my investments listed and I just update the current values yearly and the sheet tells me what to sell and buy to maintain my asset allocation.
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Old 04-18-2017, 07:08 AM   #17
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Quicken. I'm in the process of trying Personal Capital, but have run into some snags
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Old 04-18-2017, 07:11 AM   #18
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USAA allows viewing all my accounts except Synchrony. I use an Excel spreadsheet to do my quarterly net worth reviews.
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Old 04-18-2017, 07:13 AM   #19
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Excel spreadsheet.
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Old 04-18-2017, 07:14 AM   #20
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Morningstar, it's easy and free.
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